Seven Fleet Capital Management LP

13F filer · CIK 0002092021

Reported Aug 17, 2026

Net buyer this quarter

13F portfolio value$606MU.S. long equity reported on 13F

Positions9522 new · 26 closed

Net flow last quarter+$391MBuys minus sells

Top 10 positions weight65.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 17, 202695 positions
CGONCG Oncology, Inc.	$134M	22.12%	2.14%	+2389.8%	Q4 2025
TNGXTango Therapeutics, Inc.	$95.7M	15.79%	1.92%	+543.0%	Q4 2025
RVMDRevolution Medicines, Inc.	$45.3M	7.48%	0.11%	+199.6%	Q4 2025
PHVSPharvaris N.V.	$26.8M	4.42%	1.19%	+348.4%	Q4 2025
LQDALiquidia Corp	$20.5M	3.38%	0.29%	+36.6%	Q4 2025
ELVNEnliven Therapeutics, Inc.	$18.5M	3.06%	0.50%	+122.8%	Q4 2025
ABVXAbivax S.A.	$14.8M	2.45%	0.14%	+158.6%	Q4 2025
AVTXAvalo Therapeutics, Inc.	$14.2M	2.35%	1.46%	+260.5%	Q4 2025
MIRMMirum Pharmaceuticals, Inc.	$12.9M	2.13%	0.17%	New	Q2 2026
ASMBAssembly Biosciences, Inc.	$11.9M	1.96%	2.18%	+671.5%	Q4 2025
IPSCCentury Therapeutics, Inc.	$10.7M	1.76%	2.41%	+47.5%	Q1 2026
CYTKCytokinetics Inc	$10.1M	1.66%	0.10%	+93.0%	Q4 2025
TSHATaysha Gene Therapies, Inc.	$9.94M	1.64%	0.46%	+140.4%	Q4 2025
MANEVeradermics, Inc	$9.84M	1.62%	0.19%	New	Q2 2026
AVBPArriVent BioPharma, Inc.	$8.57M	1.41%	0.51%	+390.7%	Q1 2026
TARSTarsus Pharmaceuticals, Inc.	$7.91M	1.31%	0.27%	+491.3%	Q4 2025
XNCRXencor Inc	$7.83M	1.29%	0.50%	+360.4%	Q4 2025
ROIVRoivant Sciences Ltd.	$7.79M	1.29%	0.03%	+71.8%	Q1 2026
DMRADamora Therapeutics, Inc.	$7.4M	1.22%	0.46%	+180.9%	Q1 2026
AXSMAxsome Therapeutics, Inc.	$7.06M	1.16%	0.06%	+105.1%	Q4 2025
DFTXDefinium Therapeutics, Inc.	$6.99M	1.15%	0.11%	+48.8%	Q1 2026
DNTHDianthus Therapeutics, Inc.	$6.31M	1.04%	0.12%	+19.3%	Q4 2025
COGTCogent Biosciences, Inc.	$5.71M	0.94%	0.09%	-1.3%	Q4 2025
ERASErasca, Inc.	$5.64M	0.93%	0.10%	+38.5%	Q1 2026
PTGXProtagonist Therapeutics, Inc	$5.57M	0.92%	0.07%	+1035.0%	Q4 2025
NERVMinerva Neurosciences, Inc.	$5.56M	0.92%	2.12%	+303.0%	Q1 2026
EDITEditas Medicine, Inc.	$4.31M	0.71%	1.36%	New	Q2 2026
CTMXCytomX Therapeutics, Inc.	$4.07M	0.67%	0.50%	+192.3%	Q4 2025
EPRXEupraxia Pharmaceuticals Inc.	$4.04M	0.67%	1.18%	+40.9%	Q1 2026
STROSutro Biopharma, Inc.	$3.79M	0.63%	0.96%	New	Q2 2026
RLAYRelay Therapeutics, Inc.	$3.33M	0.55%	0.08%	-30.9%	Q4 2025
CLDXCelldex Therapeutics, Inc.	$3.22M	0.53%	0.11%	+195.8%	Q1 2026
ASNDAscendis Pharma A/S	$3.17M	0.52%	0.02%	-2.6%	Q4 2025
SGMTSagimet Biosciences Inc.	$3.12M	0.51%	1.32%	New	Q2 2026
ZLABZai Lab Ltd	$2.92M	0.48%	0.01%	+74.7%	Q1 2026
SABSSAB Biotherapeutics, Inc.	$2.87M	0.47%	0.88%	+636.1%	Q1 2026
MDGLMadrigal Pharmaceuticals, Inc.	$2.67M	0.44%	0.02%	+46.6%	Q4 2025
PRAXPraxis Precision Medicines, Inc.	$2.52M	0.42%	0.03%	Not reported	Q4 2025
RLMDRelmada Therapeutics, Inc.	$2.41M	0.40%	0.33%	Not reported	Q4 2025
AGIOAgios Pharmaceuticals, Inc.	$2.11M	0.35%	0.10%	-72.9%	Q4 2025
XENEXenon Pharmaceuticals Inc.	$2.08M	0.34%	0.03%	New	Q2 2026
SVRASavara Inc	$1.9M	0.31%	0.15%	+4.5%	Q4 2025
CCCCC4 Therapeutics, Inc.	$1.78M	0.29%	0.31%	+567.8%	Q1 2026
PCVXVaxcyte, Inc.	$1.78M	0.29%	0.02%	-72.5%	Q4 2025
CELCCelcuity Inc.	$1.7M	0.28%	0.03%	+170.9%	Q4 2025
SNDXSyndax Pharmaceuticals Inc	$1.65M	0.27%	0.09%	New	Q2 2026
ZNTLZentalis Pharmaceuticals, Inc.	$1.45M	0.24%	0.44%	+188.7%	Q1 2026
GPCRStructure Therapeutics Inc.	$1.44M	0.24%	0.01%	+197.8%	Q1 2026
LONALeonaBio, Inc.	$1.42M	0.23%	1.64%	-6.4%	Q4 2025
IDYAIDEAYA Biosciences, Inc.	$1.41M	0.23%	0.04%	-56.1%	Q1 2026

Q1 2026Reported Jun 4, 202699 positions
TNGXTango Therapeutics, Inc.	$10.5M	3.30%	0.35%	+133.3%	Q4 2025
RVMDRevolution Medicines, Inc.	$7.86M	2.47%	0.04%	+22.8%	Q4 2025
TYRATyra Biosciences, Inc.	$7.49M	2.35%	0.33%	+146.0%	Q4 2025
LQDALiquidia Corp	$7.09M	2.23%	0.21%	+105.9%	Q4 2025
AGIOAgios Pharmaceuticals, Inc.	$7.09M	2.23%	0.35%	+560.2%	Q4 2025
IPSCCentury Therapeutics, Inc.	$6.66M	2.09%	1.64%	New	Q1 2026
ELVNEnliven Therapeutics, Inc.	$6.43M	2.02%	0.27%	+64.1%	Q4 2025
PCVXVaxcyte, Inc.	$6.3M	1.98%	0.08%	+327.6%	Q4 2025
COGTCogent Biosciences, Inc.	$5.75M	1.81%	0.09%	-30.2%	Q4 2025
CGONCG Oncology, Inc.	$5.13M	1.61%	0.09%	-95.0%	Q4 2025
PHVSPharvaris N.V.	$4.88M	1.53%	0.26%	+212.1%	Q4 2025
ABVXAbivax S.A.	$4.79M	1.51%	0.05%	+218.9%	Q4 2025
DNTHDianthus Therapeutics, Inc.	$4.55M	1.43%	0.10%	+270.3%	Q4 2025
CYTKCytokinetics Inc	$4.04M	1.27%	0.05%	+492.8%	Q4 2025
SLNOSoleno Therapeutics Inc	$3.88M	1.22%	0.22%	-11.0%	Q4 2025
ERASErasca, Inc.	$3.6M	1.13%	0.07%	New	Q1 2026
ROIVRoivant Sciences Ltd.	$3.55M	1.12%	0.02%	New	Q1 2026
AVTXAvalo Therapeutics, Inc.	$3.19M	1.00%	0.87%	+237.6%	Q4 2025
EPRXEupraxia Pharmaceuticals Inc.	$3.14M	0.99%	0.83%	New	Q1 2026
IDYAIDEAYA Biosciences, Inc.	$2.87M	0.90%	0.10%	New	Q1 2026
TSHATaysha Gene Therapies, Inc.	$2.8M	0.88%	0.22%	+274.2%	Q4 2025
ASNDAscendis Pharma A/S	$2.79M	0.88%	0.02%	+114.8%	Q4 2025
CMPXCompass Therapeutics, Inc.	$2.73M	0.86%	0.29%	-9.1%	Q4 2025
DMRADamora Therapeutics, Inc.	$2.62M	0.82%	0.17%	New	Q1 2026
KALVKalVista Pharmaceuticals, Inc.	$2.59M	0.81%	0.25%	+165.4%	Q4 2025
RLAYRelay Therapeutics, Inc.	$2.56M	0.81%	0.14%	+253.1%	Q4 2025
AXSMAxsome Therapeutics, Inc.	$2.38M	0.75%	0.03%	+8.5%	Q4 2025
DFTXDefinium Therapeutics, Inc.	$1.89M	0.59%	0.10%	New	Q1 2026
MLYSMineralys Therapeutics, Inc.	$1.88M	0.59%	0.08%	+65.6%	Q4 2025
MDGLMadrigal Pharmaceuticals, Inc.	$1.78M	0.56%	0.01%	+82.4%	Q4 2025
CTMXCytomX Therapeutics, Inc.	$1.75M	0.55%	0.22%	+659.5%	Q4 2025
LONALeonaBio, Inc.	$1.69M	0.53%	1.75%	+28.7%	Q4 2025
SVRASavara Inc	$1.61M	0.51%	0.14%	+371.1%	Q4 2025
CATXPerspective Therapeutics, Inc.	$1.58M	0.50%	0.33%	New	Q1 2026
ASMBAssembly Biosciences, Inc.	$1.56M	0.49%	0.35%	-23.9%	Q4 2025
NERVMinerva Neurosciences, Inc.	$1.5M	0.47%	0.57%	New	Q1 2026
ZLABZai Lab Ltd	$1.46M	0.46%	0.01%	New	Q1 2026
TARSTarsus Pharmaceuticals, Inc.	$1.39M	0.44%	0.05%	+340.0%	Q4 2025
CRVSCorvus Pharmaceuticals, Inc.	$1.21M	0.38%	0.10%	New	Q1 2026
AVBPArriVent BioPharma, Inc.	$1.16M	0.36%	0.11%	New	Q1 2026
LRMRLarimar Therapeutics, Inc.	$1.15M	0.36%	0.25%	New	Q1 2026
KRYSKrystal Biotech, Inc.	$1.11M	0.35%	0.01%	+7.9%	Q4 2025
IVAInventiva S.A.	$1.11M	0.35%	0.10%	New	Q1 2026
LPCNLipocine Inc.	$998K	0.31%	1.67%	New	Q1 2026
SYRESpyre Therapeutics, Inc.	$993K	0.31%	0.03%	New	Q1 2026
BCRXBiocryst Pharmaceuticals Inc	$976K	0.31%	0.04%	New	Q1 2026
XNCRXencor Inc	$965K	0.30%	0.11%	-27.0%	Q4 2025
CLDXCelldex Therapeutics, Inc.	$929K	0.29%	0.04%	New	Q1 2026
REPLReplimune Group, Inc.	$921K	0.29%	0.15%	New	Q1 2026
MAZEMaze Therapeutics, Inc.	$917K	0.29%	0.06%	New	Q1 2026

Q4 2025Reported Apr 2, 202685 positions
CGONCG Oncology, Inc.	$62.9M	42.57%	1.88%	New	Q4 2025
COGTCogent Biosciences, Inc.	$7.6M	5.15%	0.13%	New	Q4 2025
SLNOSoleno Therapeutics Inc	$6.02M	4.08%	0.25%	New	Q4 2025
TERNTerns Pharmaceuticals, Inc.	$5.27M	3.57%	0.12%	New	Q4 2025
RVMDRevolution Medicines, Inc.	$5.24M	3.55%	0.03%	New	Q4 2025
LQDALiquidia Corp	$3.15M	2.13%	0.10%	New	Q4 2025
CMPXCompass Therapeutics, Inc.	$3.05M	2.07%	0.32%	New	Q4 2025
EXELExelixis, Inc.	$3.01M	2.03%	0.03%	New	Q4 2025
ASMBAssembly Biosciences, Inc.	$2.51M	1.70%	0.47%	New	Q4 2025
AXSMAxsome Therapeutics, Inc.	$2.37M	1.60%	0.03%	New	Q4 2025
TYRATyra Biosciences, Inc.	$2.09M	1.42%	0.15%	New	Q4 2025
TNGXTango Therapeutics, Inc.	$1.91M	1.29%	0.16%	New	Q4 2025
ABVXAbivax S.A.	$1.82M	1.23%	0.02%	New	Q4 2025
XNCRXencor Inc	$1.68M	1.14%	0.15%	New	Q4 2025
ELVNEnliven Therapeutics, Inc.	$1.54M	1.04%	0.17%	New	Q4 2025
PHVSPharvaris N.V.	$1.54M	1.04%	0.08%	New	Q4 2025
MLYSMineralys Therapeutics, Inc.	$1.53M	1.03%	0.05%	New	Q4 2025
BLTEBelite Bio, Inc	$1.47M	0.99%	0.02%	New	Q4 2025
DYNDyne Therapeutics, Inc.	$1.37M	0.93%	0.04%	New	Q4 2025
NUVLNuvalent, Inc.	$1.27M	0.86%	0.40%	New	Q4 2025
ASNDAscendis Pharma A/S	$1.21M	0.82%	0.01%	New	Q4 2025
FOLDAmicus Therapeutics, Inc.	$1.17M	0.80%	0.03%	New	Q4 2025
PCVXVaxcyte, Inc.	$1.17M	0.79%	0.02%	New	Q4 2025
AVTXAvalo Therapeutics, Inc.	$1.15M	0.78%	0.34%	New	Q4 2025
IKTInhibikase Therapeutics, Inc.	$1.09M	0.74%	0.41%	New	Q4 2025
MDGLMadrigal Pharmaceuticals, Inc.	$1.08M	0.73%	0.01%	New	Q4 2025
GERNGeron Corp	$1.03M	0.69%	0.12%	New	Q4 2025
KRYSKrystal Biotech, Inc.	$986K	0.67%	0.01%	New	Q4 2025
LONALeonaBio, Inc.	$969K	0.66%	1.37%	New	Q4 2025
TSHATaysha Gene Therapies, Inc.	$920K	0.62%	0.06%	New	Q4 2025
SLNSilence Therapeutics plc	$897K	0.61%	0.10%	New	Q4 2025
ZURAZura Bio Ltd	$872K	0.59%	0.23%	New	Q4 2025
AGIOAgios Pharmaceuticals, Inc.	$864K	0.58%	0.05%	New	Q4 2025
CELCCelcuity Inc.	$832K	0.56%	0.02%	New	Q4 2025
PRAXPraxis Precision Medicines, Inc.	$796K	0.54%	0.01%	New	Q4 2025
KALVKalVista Pharmaceuticals, Inc.	$782K	0.53%	0.10%	New	Q4 2025
PALIPalisade Bio, Inc.	$770K	0.52%	0.21%	New	Q4 2025
RLMDRelmada Therapeutics, Inc.	$744K	0.50%	0.21%	New	Q4 2025
PTGXProtagonist Therapeutics, Inc	$699K	0.47%	0.01%	New	Q4 2025
CDTXCidara Therapeutics, Inc.	$668K	0.45%	0.01%	New	Q4 2025
CYTKCytokinetics Inc	$657K	0.44%	0.01%	New	Q4 2025
NKTRNektar Therapeutics	$634K	0.43%	0.07%	New	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$633K	0.43%	0.00%	New	Q4 2025
RLAYRelay Therapeutics, Inc.	$618K	0.42%	0.04%	New	Q4 2025
DNTHDianthus Therapeutics, Inc.	$604K	0.41%	0.03%	New	Q4 2025
MBXMBX Biosciences, Inc.	$574K	0.39%	0.04%	New	Q4 2025
EOLSEvolus, Inc.	$545K	0.37%	0.13%	New	Q4 2025
ZYMEZymeworks Inc.	$542K	0.37%	0.03%	New	Q4 2025
CRBPCorbus Pharmaceuticals Holdings, Inc.	$462K	0.31%	0.32%	New	Q4 2025
VRDNViridian Therapeutics, Inc.\DE	$456K	0.31%	0.01%	New	Q4 2025

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